Esperti, Robert A. 4 0
Protect and enhance your estate : definitive strategies for estate and wealth planning / 6 6 Robert A. Esperti, Renno L. Peterson, David K. Cahoone. - - - xi, 356 pages : illustrations, forms 23 cm. - - - - - . - . - 0 . - . - 0 .
Includes index.
What is estate planning? -- Title -- Jointly held property -- Disability -- No estate plan? -- Wills -- More on wills -- Probate -- The federal estate tax -- The unified system -- The gift tax -- The marital deduction -- Community property -- State death taxes -- Step-up in basis at death -- Trusts -- The revocable living trust -- Funding a revocable living trust -- Trustees -- Giving property to minors -- Planning for children -- Per stirpes versus per capita -- Generation skipping -- Disinheriting a spouse -- Planning for a spouse -- Planning for unmarried couples -- Life insurance -- Life insurance -- Life insurance -- The irrevocable life insurance trust -- Some estate planning solutions -- Freezing techniques -- Discounting the value of your estate -- Protecting your assets -- Loans to family members -- Sales to family members -- Private annuities and self-cancelling installment notes -- Personal residence trusts -- Retirement planning -- Special use valuation -- Using assets of a corporation to pay death costs -- Giving it to charity -- An estate planning summary.
5
5
9780071787895 (paperback)
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Estate planning ------United States.----
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/ 2
332.024016 Es64p 2012 / 2
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/
Protect and enhance your estate : definitive strategies for estate and wealth planning / 6 6 Robert A. Esperti, Renno L. Peterson, David K. Cahoone. - - - xi, 356 pages : illustrations, forms 23 cm. - - - - - . - . - 0 . - . - 0 .
Includes index.
What is estate planning? -- Title -- Jointly held property -- Disability -- No estate plan? -- Wills -- More on wills -- Probate -- The federal estate tax -- The unified system -- The gift tax -- The marital deduction -- Community property -- State death taxes -- Step-up in basis at death -- Trusts -- The revocable living trust -- Funding a revocable living trust -- Trustees -- Giving property to minors -- Planning for children -- Per stirpes versus per capita -- Generation skipping -- Disinheriting a spouse -- Planning for a spouse -- Planning for unmarried couples -- Life insurance -- Life insurance -- Life insurance -- The irrevocable life insurance trust -- Some estate planning solutions -- Freezing techniques -- Discounting the value of your estate -- Protecting your assets -- Loans to family members -- Sales to family members -- Private annuities and self-cancelling installment notes -- Personal residence trusts -- Retirement planning -- Special use valuation -- Using assets of a corporation to pay death costs -- Giving it to charity -- An estate planning summary.
5
5
9780071787895 (paperback)
2 = =
2
2 --0------
6 --0-- 2 --------
0 2 --
--20------
Estate planning ------United States.----
--------20--
----2
/ 2
332.024016 Es64p 2012 / 2
/
/